Globe Telecom Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 1/6
Globe Telecom şirketinin kazançları yıllık ortalama -4.8% oranında azalırken, Wireless Telecom sektörünün kazançları yıllık 8.4% oranında artan oldu. Gelirler yıllık ortalama 1.6% oranında artan oldu. Globe Telecom şirketinin öz sermaye getirisi 12.3% olup, net marjı 10.8% dir.
Anahtar bilgiler
-4.78%
Kazanç büyüme oranı
-6.77%
EPS büyüme oranı
| Wireless Telecom Sektör Büyümesi | 13.03% |
| Gelir büyüme oranı | 1.60% |
| Özkaynak getirisi | 12.30% |
| Net Marj | 10.81% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • Jul 14
GLO: Future Returns Will Reflect New Trust Office And Higher Earnings Multiple
Analysts have raised their fair value estimate for Globe Telecom from ₱1,650 to ₱2,000, citing updated assumptions on discount rate, revenue growth, profit margins, and future P/E that influence their latest price target framework. What's in the News Globe Telecom formed an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under one structure, focusing on an AI enabled, data driven, and security focused organization.
Anlatı Güncellemesi • Jun 23
GLO: Intelligence And Trust Office Will Support Bullish Long Term Outlook
Analysts have trimmed their fair value estimate for Globe Telecom slightly from ₱2,630.00 to ₱2,600.00, reflecting updated views on revenue growth, profit margins and the stock's future P/E profile. What’s in the News for Globe Telecom Globe Telecom established an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under a single structure focused on security, AI and data driven operations.Anlatı Güncellemesi • Jun 06
GLO: Future Returns Will Reflect Leadership Transition And Steadier Long Run Profitability
Analysts have maintained their fair value estimate for Globe Telecom at ₱1,650.00 per share. They have updated their assumptions to incorporate a higher discount rate, more conservative expectations for revenue growth and profit margins, and a higher future P/E multiple.Anlatı Güncellemesi • May 11
GLO: Future IoT Partnership Will Support Bullish Long Term Outlook
Analysts have adjusted their price target for Globe Telecom from ₱2,720 to ₱2,630, reflecting updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions. What's in the News A board meeting is scheduled for April 21, 2026, with the agenda to elect Mr. Cezar P.Anlatı Güncellemesi • Apr 25
GLO: Future Returns Will Rely On Connectivity Expansion And Stable Long Run Profitability
Analysts are holding their Globe Telecom fair value estimate at ₱1,650, citing broadly steady assumptions around revenue growth, profit margins and future P/E as the basis for keeping the price target unchanged. What's in the News Board meeting scheduled for Apr 21, 2026, with the agenda to elect Mr. Cezar P.Anlatı Güncellemesi • Apr 09
GLO: Future Returns Will Rely On Dividends And Broader Connectivity Initiatives
Analysts have kept their fair value estimate for Globe Telecom steady at ₱1,650, citing only minor adjustments to revenue growth, profit margin, and future P/E assumptions as the reasons for maintaining their price target. What's in the News Globe Business is partnering with Aeris to launch the Aeris IoT Accelerator platform in the Philippines, targeting commercial availability by the third quarter of 2026 and focusing on integrated IoT connectivity management for enterprises.Anlatı Güncellemesi • Mar 26
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Platforms
Analysts have kept Globe Telecom’s fair value estimate steady at ₱1,650.00, with the updated target reflecting slightly refined assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Globe Business is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, aiming to provide enterprises with an integrated command center for IoT connectivity management, with commercial availability targeted by the third quarter of 2026.Anlatı Güncellemesi • Mar 12
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Initiatives
Analysts have kept their ₱1,650 price target for Globe Telecom unchanged, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginally reduced future P/E multiple. What's in the News Globe Telecom is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, giving enterprise customers a single platform to manage IoT programs and connectivity for use cases such as automotive OEMs and software defined vehicles, with commercial availability targeted by the third quarter of 2026 (Key Developments).Anlatı Güncellemesi • Feb 24
GLO: Future Returns Will Rely On Dividends And Satellite Connectivity
Analysts have maintained their ₱1,650 price target for Globe Telecom, citing updated assumptions that combine a higher revenue growth outlook with a lower profit margin and a higher future P/E multiple, while keeping the discount rate essentially unchanged. What's in the News Globe Telecom filed a follow on equity offering for two series of preferred shares, Series A and Series B, both described as callable, cumulative, non participating, perpetual, subordinated and unsecured (Key Developments).Anlatı Güncellemesi • Feb 10
GLO: Dividends And Satellite Connectivity Will Shape Returns At Fair Valuation
Analysts have lifted their fair value estimate for Globe Telecom to ₱1,650 from ₱1,550, citing updated assumptions that include a shift from a 0.30% revenue contraction to 3.74% revenue growth expectations, a slightly lower discount rate of 11.25% versus 11.39%, a modest trim to forecast profit margin to 14.48% from 14.95%, and a small adjustment in future P/E expectations to 11.23x from 11.56x. What's in the News Globe became the first operator in Southeast Asia and the second in Asia to offer Starlink's Direct to Cell satellite service, enabling data, voice, and messaging for standard LTE phones, with only a clear view of the sky required (Key Developments).Anlatı Güncellemesi • Jan 25
GLO: Dividends And New ICT Venture Will Shape Returns At Fair Valuation
Analysts have kept their price target for Globe Telecom at ₱1,550, citing small adjustments to revenue growth, profit margin, and future P/E assumptions that largely offset each other in their valuation work. What's in the News Globe closed a joint venture with Singapore based NCS Pte.Anlatı Güncellemesi • Jan 10
GLO: Dividends And New ICT Venture Will Shape Future Return Profile
Analysts have kept their price target for Globe Telecom unchanged at ₱1,550.00. They cite small adjustments to revenue expectations and margin outlook that do not materially alter their valuation or assumed forward P/E multiple.Anlatı Güncellemesi • Dec 13
GLO: Future Dividend And Margin Outlook Will Shape Balanced Return Profile
Analysts have trimmed their 12 month price target for Globe Telecom to ₱1,550 from ₱1,650, reflecting slightly softer revenue growth expectations, improved profitability, and a lower assumed future price to earnings multiple. What's in the News Board meeting scheduled for December 9, 2025, to set the date of the 2026 Annual Stockholders' Meeting and address other corporate matters (company filing) Board meeting on November 6, 2025, to approve a fourth quarter cash dividend of ₱25.00 per common share, payable on December 5, 2025, to shareholders of record as of November 20, 2025 (company filing) Valuation Changes Fair Value Estimate: Reduced from ₱1,650 to ₱1,550, indicating a modest downgrade in the 12 month price target.
Anlatı Güncellemesi • Aug 28
Digital Transformation And Network Expansion Will Create Future Opportunity
The slight downward revision in Globe Telecom’s analyst price target primarily reflects modestly softer revenue growth expectations, with consensus estimates declining from 2.1% to 2.0% per annum, resulting in a lowered fair value from ₱2256 to ₱2197. What's in the News Globe Fintech Innovations, Inc.
Yeni Anlatı • Dec 09
STT Data Center Expansion, GCash Scaling, And 5G Boom To Supercharge Revenue And Boost Net Margins
Data center expansions and strategic leadership changes are set to boost revenue and improve margins through sustainable IT capacity and customer-centric approaches.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Globe Telecom nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 183,822 | 19,873 | 60,395 | 0 |
| 31 Mar 26 | 180,368 | 20,418 | 58,391 | 0 |
| 31 Dec 25 | 178,408 | 21,841 | 57,842 | 0 |
| 30 Sep 25 | 177,670 | 20,008 | 57,704 | 0 |
| 30 Jun 25 | 178,411 | 20,771 | 58,084 | 0 |
| 31 Mar 25 | 179,245 | 23,031 | 58,813 | 0 |
| 31 Dec 24 | 180,802 | 22,873 | 59,763 | 0 |
| 30 Sep 24 | 181,119 | 24,380 | 50,979 | 0 |
| 30 Jun 24 | 180,226 | 23,335 | 51,160 | 0 |
| 31 Mar 24 | 180,584 | 22,755 | 61,817 | 0 |
| 31 Dec 23 | 180,350 | 23,132 | 61,369 | 0 |
| 30 Sep 23 | 178,988 | 25,980 | 72,341 | 0 |
| 30 Jun 23 | 177,680 | 28,028 | 72,461 | 0 |
| 31 Mar 23 | 176,805 | 26,524 | 59,599 | 0 |
| 31 Dec 22 | 175,302 | 33,263 | 62,769 | 0 |
| 30 Sep 22 | 172,573 | 31,077 | 61,628 | 0 |
| 30 Jun 22 | 171,413 | 29,305 | 60,947 | 0 |
| 31 Mar 22 | 169,165 | 29,543 | 63,140 | 0 |
| 31 Dec 21 | 168,662 | 23,129 | 61,347 | 0 |
| 30 Sep 21 | 167,419 | 20,167 | 53,743 | 0 |
| 30 Jun 21 | 166,426 | 19,511 | 60,204 | 0 |
| 31 Mar 21 | 162,462 | 18,734 | 55,533 | 0 |
| 31 Dec 20 | 160,571 | 18,008 | 55,468 | 0 |
| 30 Sep 20 | 162,887 | 19,884 | 62,221 | 0 |
| 30 Jun 20 | 164,005 | 21,133 | 53,376 | 0 |
| 31 Mar 20 | 167,267 | 21,547 | 58,932 | 0 |
| 31 Dec 19 | 166,712 | 21,699 | 56,044 | 0 |
| 30 Sep 19 | 163,040 | 20,974 | 55,266 | 0 |
| 30 Jun 19 | 158,300 | 20,159 | 53,014 | 0 |
| 31 Mar 19 | 154,923 | 20,132 | 50,680 | 0 |
| 31 Dec 18 | 151,225 | 18,079 | 49,883 | 0 |
| 30 Sep 18 | 146,482 | 16,309 | 45,332 | 0 |
| 30 Jun 18 | 143,218 | 16,391 | 48,550 | 0 |
| 31 Mar 18 | 139,318 | 15,422 | 47,928 | 0 |
| 31 Dec 17 | 135,294 | 14,512 | 48,932 | 0 |
| 30 Sep 17 | 133,042 | 16,593 | 44,305 | 0 |
| 30 Jun 17 | 130,118 | 14,458 | 45,019 | 0 |
| 31 Mar 17 | 128,024 | 14,759 | 47,843 | 0 |
| 31 Dec 16 | 126,782 | 15,326 | 46,274 | 0 |
| 30 Sep 16 | 126,122 | 13,505 | 50,126 | 0 |
| 30 Jun 16 | 125,990 | 16,187 | 48,479 | 0 |
| 31 Mar 16 | 123,607 | 16,078 | 45,484 | 0 |
| 31 Dec 15 | 120,339 | 15,943 | 44,070 | 0 |
| 30 Sep 15 | 115,494 | 16,451 | 43,092 | 0 |
Kaliteli Kazançlar: GLO yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: GLO 'nin mevcut net kar marjları (10.8%) geçen yılın (11.6%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: GLO şirketinin kazançları son 5 yılda yılda 4.8% oranında azaldı.
Büyüme Hızlandırma: GLO 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.
Kazançlar vs. Sektör: GLO geçtiğimiz yıl negatif kazanç büyümesine ( -4.3% ) sahipti ve bu da onu Wireless Telecom sektör ortalamasıyla ( 9.2% ) karşılaştırmayı zorlaştırıyordu.
Özkaynak Getirisi
Yüksek ROE: GLO 'nin Özsermaye Getirisi ( 12.3% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/20 21:26 |
| Gün Sonu Hisse Fiyatı | 2026/09/18 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Globe Telecom, Inc. 25 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Sukriti Bansal | BofA Global Research |
| Daphne Sze | CGS International |
| Ralph Christian Bodollo | CGS International |